Iron Mountain Inc
IRM- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001020569
In the last 90 days, Iron Mountain Inc insiders filed 0 open-market purchases and 6 sales; 1,173 institutions reported holding it in 13F filings for Q2 2026, worth $32.4B in total; no superinvestor holds it.
13F holders, Q3 2024
Institutional positions in Iron Mountain Inc as of Sep 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,056
- +100 vs. Q2 2024
- Shares held
- 242.6M
- +22.7M (+10.3%) vs. Q2 2024
- Total value
- $28.8B
- +$9.07B (+46.0%) vs. Q2 2024
- New holders
- 165
- 323 more added
- Sold out
- 65
- 416 more reduced
11 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting IRM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,173 | $32.4B |
| Q1 2026 | 1,090 | $25.9B |
| Q4 2025 | 1,011 | $21.4B |
| Q3 2025 | 1,017 | $25.5B |
| Q2 2025 | 1,045 | $25.5B |
| Q1 2025 | 995 | $21.1B |
| Q4 2024 | 1,067 | $24.9B |
| Q3 2024 | 1,056 | $28.8B |
| Q2 2024 | 967 | $22.2B |
| Q1 2024 | 938 | $19.0B |
| Q4 2023 | 891 | $16.4B |
| Q3 2023 | 831 | $13.7B |
| Q2 2023 | 817 | $12.9B |
| Q1 2023 | 790 | $12.0B |
| Q4 2022 | 782 | $11.4B |
| Q3 2022 | 743 | $10.0B |
| Q2 2022 | 767 | $10.9B |
| Q1 2022 | 777 | $12.4B |
| Q4 2021 | 754 | $12.0B |
| Q3 2021 | 711 | $9.94B |
| Q2 2021 | 687 | $9.70B |
| Q1 2021 | 630 | $8.44B |
Institutions, Q3 2024
Shares, value and share of portfolio for each institution holding Iron Mountain Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Strategy Asset Managers LLC | 7,101 | $843.8K | 0.16% | +7,101 | New |
| Belpointe Asset Management LLC | 7,138 | $848.3K | 0.05% | −494−6.5% | Reduced |
| Fiduciary Group LLC | 7,250 | $861.5K | 0.09% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 7,276 | $864.6K | 0.03% | −20,354−73.7% | Reduced |
| Hilltop Holdings Inc. | 7,296 | $866.9K | 0.06% | +1,134+18.4% | Added |
| Madden Securities Corp | 7,375 | $876.4K | 0.38% | 00.0% | Unchanged |
| Greenleaf Trust | 7,386 | $877.7K | 0.01% | +230+3.2% | Added |
| Badgley Phelps Wealth Managers, LLC | 7,451 | $890.7K | 0.02% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 7,503 | $891.6K | 0.26% | −502−6.3% | Reduced |
| Mindset Wealth Management, LLC | 7,561 | $898.5K | 0.37% | +7,561 | New |
| Tokio Marine Asset Management Co Ltd | 7,573 | $899.9K | 0.04% | +7,573 | New |
| Sequoia Financial Advisors, LLC | 7,646 | $908.8K | 0.01% | −289−3.6% | Reduced |
| Fiduciary Family Office, LLC | 7,665 | $910.8K | 0.30% | −670−8.0% | Reduced |
| CWM, LLC | 7,690 | $914.0K | 0.00% | +45+0.6% | Added |
| GM Advisory Group, Inc. | 7,789 | $925.6K | 0.06% | −280−3.5% | Reduced |
| Sterling Capital Management LLC | 7,795 | $926.3K | 0.01% | +7,795 | New |
| Merit Financial Group, LLC | 7,796 | $926.4K | 0.02% | −817−9.5% | Reduced |
| Archer Investment Corp | 7,800 | $926.9K | 0.25% | −2,200−22.0% | Reduced |
| Eqis Capital Management, Inc. | 7,832 | $930.7K | 0.07% | −910−10.4% | Reduced |
| TBH Global Asset Management, LLC | 7,838 | $931.4K | 0.20% | +7+0.1% | Added |
| Wedbush Securities Inc | 7,839 | $932.0K | 0.03% | −3,735−32.3% | Reduced |
| Ontario Teachers Pension Plan Board | 7,873 | $935.5K | 0.01% | +7,873 | New |
| Jaffetilchin Investment Partners, LLC | 7,919 | $941.0K | 0.07% | −3,057−27.9% | Reduced |
| Flagship Harbor Advisors, LLC | 7,929 | $942.3K | 0.05% | +1,646+26.2% | Added |
| Equitable Holdings, Inc. | 7,932 | $942.6K | 0.01% | −573−6.7% | Reduced |
| Brinker Capital Investments, LLC | 7,963 | $946.3K | 0.01% | +2,021+34.0% | Added |
| Orion Portfolio Solutions, LLC | 7,963 | $946.3K | 0.01% | +2,021+34.0% | Added |
| Veriti Management LLC | 7,987 | $949.1K | 0.05% | −46−0.6% | Reduced |
| Profund Advisors LLC | 8,019 | $952.9K | 0.04% | +3,333+71.1% | Added |
| Bailard, Inc. | 8,057 | $957.4K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 8,294 | $964.8K | 0.02% | +8,294 | New |
| Integrated Advisors Network LLC | 8,131 | $966.2K | 0.05% | −29−0.4% | Reduced |
| Mathes Company, Inc. | 8,150 | $968.0K | 0.34% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 8,171 | $971.0K | 0.06% | −250−3.0% | Reduced |
| Essex Financial Services, Inc. | 7,844 | $971.7K | 0.07% | −996−11.3% | Reduced |
| Atwood & Palmer Inc | 8,250 | $980.3K | 0.07% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 7,942 | $983.8K | 0.05% | +1,091+15.9% | Added |
| Checchi Capital Advisers, LLC | 8,344 | $991.5K | 0.07% | −504−5.7% | Reduced |
| Heartland Bank & Trust Co | 8,406 | $998.9K | 0.54% | −275−3.2% | Reduced |
| Capital Investment Advisory Services, LLC | 8,455 | $1.00M | 0.10% | −2,787−24.8% | Reduced |
| NewEdge Wealth, LLC | 8,456 | $1.00M | 0.02% | −537−6.0% | Reduced |
| Atlas Capital Advisors LLC | 8,526 | $1.01M | 0.16% | +1,251+17.2% | Added |
| Brown Brothers Harriman & Co | 8,535 | $1.01M | 0.01% | +6+0.1% | Added |
| Fortitude Family Office, LLC | 8,548 | $1.02M | 0.40% | +7,075+480.3% | Added |
| Axecap Investments, LLC | 8,634 | $1.03M | 0.78% | +8,634 | New |
| Everence Capital Management Inc | 8,670 | $1.03M | 0.06% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 8,685 | $1.03M | 0.07% | −770−8.1% | Reduced |
| Herold Advisors, Inc. | 8,755 | $1.04M | 0.23% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 8,852 | $1.05M | 0.03% | −317−3.5% | Reduced |
| Associated Banc-Corp | 8,863 | $1.05M | 0.03% | +8,863 | New |
| H&H Retirement Design & Management INC | 8,697 | $1.06M | 0.63% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 8,941 | $1.06M | 0.05% | +198+2.3% | Added |
| Virtus ETF Advisers LLC | 8,989 | $1.07M | 0.50% | +8,989 | New |
| Colonial River Wealth Management, LLC | 9,021 | $1.07M | 0.53% | −225−2.4% | Reduced |
| Ullmann Financial Group, Inc. | 9,075 | $1.08M | 0.14% | +51+0.6% | Added |
| Monument Capital Management | 9,107 | $1.08M | 0.30% | −587−6.1% | Reduced |
| Strait & Sound Wealth Management LLC | 9,116 | $1.08M | 0.53% | −277−2.9% | Reduced |
| Walleye Trading LLC | 9,152 | $1.09M | 0.03% | +9,152 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,297 | $1.10M | 0.03% | −31−0.3% | Reduced |
| HB Wealth Management, LLC | 9,337 | $1.11M | 0.01% | +2,702+40.7% | Added |
| Aspire Private Capital, LLC | 9,383 | $1.12M | 0.27% | +142+1.5% | Added |
| Ostrum Asset Management | 9,401 | $1.12M | 0.09% | +115+1.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 9,414 | $1.12M | 0.17% | −111−1.2% | Reduced |
| Founders Financial Alliance, LLC | 9,492 | $1.13M | 0.31% | +25+0.3% | Added |
| Beacon Investment Advisors LLC | 9,535 | $1.13M | 0.54% | +41+0.4% | Added |
| J.W. Cole Advisors, Inc. | 9,566 | $1.14M | 0.05% | +2,590+37.1% | Added |
| Measured Wealth Private Client Group, LLC | 9,657 | $1.15M | 0.38% | −864−8.2% | Reduced |
| Farther Finance Advisors, LLC | 9,707 | $1.15M | 0.04% | +7,632+367.8% | Added |
| Columbia Asset Management | 9,747 | $1.16M | 0.20% | −40−0.4% | Reduced |
| Foundations Investment Advisors, LLC | 9,787 | $1.16M | 0.02% | −579−5.6% | Reduced |
| Verus Capital Partners, LLC | 9,919 | $1.18M | 0.12% | −358−3.5% | Reduced |
| Aquila Investment Management LLC | 10,000 | $1.19M | 1.32% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,012 | $1.19M | 0.85% | −497−4.7% | Reduced |
| Strategic Investment Advisors | 10,090 | $1.20M | 0.13% | −343−3.3% | Reduced |
| TD Private Client Wealth LLC | 10,095 | $1.20M | 0.03% | −1,451−12.6% | Reduced |
| Private Advisory Group LLC | 10,105 | $1.20M | 0.15% | +10,105 | New |
| Omers Administration Corp | 10,119 | $1.20M | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 10,129 | $1.20M | 0.01% | +4,271+72.9% | Added |
| Richard P Slaughter Associates Inc | 10,252 | $1.22M | 0.28% | −2,294−18.3% | Reduced |
| Banque Cantonale Vaudoise | 10,275 | $1.22M | 0.05% | +10,275 | New |
| Plimoth Trust Co LLC | 10,328 | $1.23M | 0.31% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10,278 | $1.23M | 0.06% | +7+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 10,409 | $1.24M | 0.02% | −26−0.2% | Reduced |
| TCG Advisory Services, LLC | 10,608 | $1.26M | 0.06% | +204+2.0% | Added |
| Level Four Advisory Services, LLC | 10,197 | $1.26M | 0.05% | −522−4.9% | Reduced |
| Wellington Shields & Co., LLC | 10,643 | $1.26M | 0.38% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 10,645 | $1.26M | 0.27% | −2,189−17.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 10,718 | $1.27M | 0.01% | +451+4.4% | Added |
| Princeton Capital Management LLC | 10,942 | $1.30M | 0.41% | 00.0% | Unchanged |
| Abbot Financial Management, Inc. | 11,033 | $1.31M | 0.66% | −100−0.9% | Reduced |
| Ingalls & Snyder LLC | 11,080 | $1.32M | 0.05% | −200−1.8% | Reduced |
| We Are One Seven, LLC | 11,092 | $1.32M | 0.06% | +1,329+13.6% | Added |
| Integrated Wealth Concepts LLC | 11,158 | $1.33M | 0.02% | +35+0.3% | Added |
| Harbour Investments, Inc. | 11,200 | $1.33M | 0.04% | +42+0.4% | Added |
| Retirement Planning Co of New England, Inc. | 11,258 | $1.34M | 0.67% | +43+0.4% | Added |
| Savant Capital, LLC | 11,336 | $1.35M | 0.01% | +971+9.4% | Added |
| American Institute for Advanced Investment Management, LLP | 11,370 | $1.35M | 0.97% | −20−0.2% | Reduced |
| Assenagon Asset Management S.A. | 11,372 | $1.35M | 0.00% | +92+0.8% | Added |
| Beacon Pointe Advisors, LLC | 11,380 | $1.35M | 0.02% | −377−3.2% | Reduced |
| Csenge Advisory Group | 11,300 | $1.36M | 0.07% | +1,785+18.8% | Added |